Gryphon Financial Partners provides personalized investment management and financial planning services for individuals, retirement plans, trusts, and businesses. Gryphon Financial Partners uses an active, diversified investment approach, building model portfolios and utilizing third-party money managers to match each client's specific goals and risk tolerance. Beyond managing investments, Gryphon Financial Partners offers guidance in retirement planning, estate planning, tax strategies, business exit planning, philanthropy, and family office services. The firm operates as a registered investment advisor and tailors its strategies to complex family and corporate financial situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated on a client-by-client basis and will not exceed 1.5% annually. Portfolios utilizing the Gryphon Global Equity strategy are subject to an additional annual fee of up to 0.125%.